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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 331 | $1,117,071,640 | +$167,139,553 | -$5,453,074 | +$161,686,479 | XOM, IVV, AAPL, MSFT, CVX | 13F-HR | 05 Feb 2026, 14:48 |
| Q3 2025 | 328 | $928,092,317 | +$21,016,854 | -$7,734,899 | +$13,281,955 | XOM, IVV, AAPL, MSFT, CVX | 13F-HR | 30 Oct 2025, 17:08 |
| Q2 2025 | 258 | $856,641,407 | +$24,558,074 | -$18,635,600 | +$5,922,474 | XOM, IVV, MSFT, AAPL, CVX | 13F-HR | 07 Aug 2025, 11:21 |
| Q1 2025 | 247 | $812,304,282 | +$25,055,787 | -$14,019,971 | +$11,035,816 | XOM, AAPL, IVV, CVX, MSFT | 13F-HR | 12 May 2025, 18:21 |
| Q4 2024 | 233 | $808,869,308 | +$23,805,224 | -$17,893,767 | +$5,911,457 | XOM, AAPL, IVV, MSFT, CVX | 13F-HR | 13 Feb 2025, 11:02 |
| Q3 2024 | 234 | $809,348,607 | +$18,911,818 | -$3,441,411 | +$15,470,407 | XOM, AAPL, IVV, MSFT, CVX | 13F-HR | 05 Nov 2024, 14:04 |
| Q2 2024 | 231 | $761,482,342 | +$10,082,160 | -$18,898,743 | -$8,816,583 | XOM, AAPL, MSFT, CVX, IVV | 13F-HR | 12 Aug 2024, 12:16 |
| Q1 2024 | 233 | $763,595,357 | +$19,577,687 | -$9,193,832 | +$10,383,855 | XOM, MSFT, CVX, AAPL, IVV | 13F-HR | 13 May 2024, 10:55 |
| Q4 2023 | 232 | $707,769,008 | +$8,066,481 | -$5,723,673 | +$2,342,808 | XOM, AAPL, CVX, MSFT, IVV | 13F-HR | 07 Feb 2024, 16:03 |
| Q3 2023 | 229 | $660,137,084 | +$19,637,116 | -$14,432,987 | +$5,204,129 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 13 Nov 2023, 14:05 |
| Q2 2023 | 231 | $672,236,514 | +$16,066,531 | -$15,489,566 | +$576,965 | XOM, AAPL, CVX, MSFT, IVV | 13F-HR | 11 Aug 2023, 18:00 |
| Q1 2023 | 229 | $640,150,907 | +$10,711,454 | -$13,134,145 | -$2,422,691 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 02 May 2023, 16:38 |
| Q4 2022 | 227 | $623,751,574 | +$22,820,618 | -$16,758,373 | +$6,062,245 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 13 Feb 2023, 18:50 |
| Q3 2022 | 221 | $558,778,000 | +$30,473,447 | -$6,106,647 | +$24,366,800 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 07 Nov 2022, 18:34 |
| Q2 2022 | 227 | $576,206,000 | +$44,680,722 | -$11,793,354 | +$32,887,368 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 11 Aug 2022, 14:17 |
| Q1 2022 | 224 | $642,263,000 | +$17,787,296 | -$10,915,888 | +$6,871,408 | XOM, CVX, AAPL, MSFT, IVV | 13F-HR | 09 May 2022, 11:17 |
| Q4 2021 | 224 | $640,428,000 | +$11,004,487 | -$6,990,408 | +$4,014,079 | AAPL, XOM, MSFT, CVX, IVV | 13F-HR | 07 Feb 2022, 08:42 |
| Q3 2021 | 222 | $583,738,000 | +$10,344,532 | -$6,071,385 | +$4,273,147 | XOM, AAPL, MSFT, CVX, IVV | 13F-HR | 08 Nov 2021, 11:14 |
| Q2 2021 | 222 | $583,687,000 | +$16,541,403 | -$5,367,562 | +$11,173,841 | XOM, AAPL, CVX, MSFT, IVV | 13F-HR | 13 Aug 2021, 15:29 |
| Q1 2021 | 214 | $532,386,000 | +$20,281,956 | -$17,708,040 | +$2,573,916 | XOM, AAPL, CVX, MSFT, IVV | 13F-HR | 10 May 2021, 14:32 |
| Q4 2020 | 200 | $493,245,000 | +$21,012,160 | -$9,988,237 | +$11,023,923 | XOM, AAPL, MSFT, CVX, IVV | 13F-HR | 10 Feb 2021, 09:38 |
| Q3 2020 | 192 | $425,513,000 | +$70,448,597 | -$3,296,367 | +$67,152,230 | XOM, AAPL, MSFT, CVX, IVV | 13F-HR | 10 Nov 2020, 16:21 |
| Q2 2020 | 169 | $362,071,000 | +$43,353,700 | -$18,837,162 | +$24,516,538 | XOM, CVX, MSFT, AAPL, IVV | 13F-HR | 05 Aug 2020, 11:46 |
| Q1 2020 | 148 | $289,246,000 | +$60,757,732 | -$14,595,034 | +$46,162,698 | XOM, CVX, MSFT, IVV, AAPL | 13F-HR | 07 May 2020, 15:56 |
| Q4 2019 | 136 | $324,150,000 | +$21,802,442 | -$11,780,873 | +$10,021,569 | XOM, CVX, IVV, IEFA, MSFT | 13F-HR | 10 Feb 2020, 11:10 |
| Q3 2019 | 136 | $293,852,000 | +$14,900,522 | -$1,090,575 | +$13,809,947 | XOM, CVX, IVV, IEFA, IEMG | 13F-HR | 05 Nov 2019, 14:29 |
| Q2 2019 | 130 | $283,088,000 | +$11,399,118 | -$2,631,528 | +$8,767,590 | XOM, CVX, IVV, IEFA, JNJ | 13F-HR | 05 Aug 2019, 11:14 |
| Q1 2019 | 128 | $271,583,000 | +$15,017,028 | -$11,077,747 | +$3,939,281 | XOM, CVX, IVV, IEFA, SCHW | 13F-HR | 30 Apr 2019, 09:43 |
| Q4 2018 | 124 | $235,928,000 | +$31,113,464 | -$5,859,282 | +$25,254,182 | XOM, CVX, IVV, SCHW, JNJ | 13F-HR | 22 Jan 2019, 11:40 |
| Q3 2018 | 128 | $250,102,000 | +$97,463,179 | -$10,333,198 | +$87,129,981 | XOM, CVX, IVV, SCHW, IEFA | 13F-HR | 26 Oct 2018, 12:34 |
| Q2 2018 | 111 | $154,916,000 | +$69,380,177 | -$14,771,671 | +$54,608,506 | CVX, XOM, SCHW, IVV, IEMG | 13F-HR | 20 Jul 2018, 17:30 |
| Q1 2018 | 99 | $98,792,000 | +$15,438,640 | -$15,422,778 | +$15,862 | SCHW, IVV, IEMG, IEFA, VEA | 13F-HR | 04 May 2018, 16:37 |
| Q4 2017 | 460 | $99,253,009 | $0 | $0 | $0 | SCHW, IVV, VEA, VB, IEMG | 13F-HR | 15 Mar 2018, 12:46 |